Jensen Investment Management
As of Q2 2026, Jensen Investment Management reported 83 long-equity positions worth $4.13B in aggregate.
Copy-investor backtest
- Latest quarter
- +8.41%
- 1-year
- +5.91%
- 3-year
- +23.15%
- 5-year
- +26.04%
- 3-year vs S&P 500
- -48.42%
- 5-year vs S&P 500
- -49.00%
- 5-year top 5
- +29.33%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 62 of 93 rows. Rows without a quote are marked unavailable.
| 1 | PEP | Pepsico Inc | 5.09% | Add +12.2% | 4,324,280 | $358.66M | $82.94 | No quote |
| 2 | MMM | 3M Co | 5.01% | Reduce -18.3% | 2,516,961 | $353M | $140.25 | No quote |
| 3 | UTX | United Technologies Corp | 4.84% | Reduce -1.2% | 2,998,003 | $341.17M | No quote | No quote |
| 4 | ACN | Accenture PLC | 4.65% | Add +16.2% | 3,979,507 | $327.2M | $82.22 | No quote |
| 5 | CL | Colgate-Palmolive Co | 4.57% | Reduce -1.2% | 4,936,813 | $321.93M | $65.21 | No quote |
| 6 | ORCL | Oracle Corp | 4.35% | Reduce -1.2% | 8,014,787 | $306.65M | $38.26 | No quote |
| 7 | ADP | Automatic Data Processing | 4.35% | Reduce -1.4% | 3,787,524 | $306.07M | $80.81 | No quote |
| 8 | BDX | Becton Dickinson | 4.23% | Add +9.7% | 2,693,623 | $297.62M | $110.49 | No quote |
| 9 | OMC | Omnicom Group Inc | 4.07% | Reduce -12.1% | 3,851,804 | $286.46M | $74.37 | No quote |
| 10 | PX | Praxair Inc | 3.97% | Add +10.3% | 2,150,337 | $279.61M | No quote | No quote |
| 11 | UPS | United Parcel Svc Cl B | 3.96% | Add +2.2% | 2,656,445 | $279.14M | $105.08 | No quote |
| 12 | CTSH | Cognizant Tech Solutions Corp | 3.84% | Reduce -1.4% | 2,679,705 | $270.6M | $100.98 | No quote |
| 13 | MSFT | Microsoft Corp Com | 3.60% | Reduce -1.1% | 6,781,092 | $253.82M | $37.43 | No quote |
| 14 | MDT | Medtronic Inc | 3.59% | Add +6.1% | 4,403,562 | $252.72M | $57.39 | No quote |
| 15 | TROW | T Rowe Price Group Inc | 3.58% | Reduce -0.9% | 3,014,033 | $252.49M | $83.77 | No quote |
| 16 | TJX | TJX Companies Inc. | 3.48% | Reduce -0.9% | 3,847,000 | $245.17M | $63.73 | No quote |
| 17 | EFX | Equifax Inc | 3.42% | Add +2.5% | 3,491,694 | $241.24M | $69.09 | No quote |
| 18 | EMR | Emerson Electric Co | 3.38% | Reduce -1.0% | 3,389,030 | $237.84M | $70.18 | No quote |
| 19 | NKE | Nike Inc Cl B | 3.14% | Reduce -4.0% | 2,811,207 | $221.07M | $78.64 | No quote |
| 20 | KO | Coca-Cola Co | 3.13% | Reduce -1.0% | 5,339,382 | $220.57M | $41.31 | No quote |
| 21 | PG | Procter & Gamble Co | 3.05% | Reduce -19.0% | 2,640,856 | $214.99M | $81.41 | No quote |
| 22 | WAT | Waters Corp | 2.97% | Reduce -1.4% | 2,095,025 | $209.5M | $100.00 | No quote |
| 23 | ECL | Ecolab Inc | 2.83% | Reduce -1.1% | 1,911,965 | $199.36M | $104.27 | No quote |
| 24 | APH | Amphenol Corp | 2.62% | Reduce -1.4% | 2,066,403 | $184.28M | $89.18 | No quote |
| 25 | VAR | Varian Medical Systems | 2.29% | Reduce -1.2% | 2,072,485 | $161.01M | No quote | No quote |
| 26 | DD | Du Pont E I de Nemours & Co | 1.90% | Add +26783.2% | 2,059,250 | $133.79M | $64.97 | No quote |
| 27 | ABT | Abbott Labs Com | 1.79% | Reduce -41.9% | 3,283,910 | $125.87M | $38.33 | No quote |
| 28 | CHRW | CH Robinson Worldwide | 1.63% | Reduce -1.2% | 1,964,350 | $114.6M | $58.34 | No quote |
| 29 | SYK | Stryker Corp | 0.11% | Add +0.1% | 102,166 | $7.68M | $75.14 | No quote |
| 30 | ADBE | Adobe Systems Inc | 0.10% | Reduce -93.5% | 116,430 | $6.97M | $59.88 | No quote |
| 31 | CLX | Clorox Co | 0.07% | Reduce -1.1% | 56,720 | $5.26M | $92.75 | No quote |
| 32 | ABBV | AbbVie Inc | 0.03% | Reduce -0.9% | 41,683 | $2.2M | $52.80 | No quote |
| 33 | JNJ | Johnson & Johnson | 0.02% | - | 15,400 | $1.41M | $91.56 | No quote |
| 34 | WDC | Western Digital Corp | 0.01% | Add +1.5% | 6,970 | $585K | $83.93 | No quote |
| 35 | PAYX | Paychex Inc | 0.01% | - | 12,585 | $573K | $45.53 | No quote |
| 36 | DLX | Deluxe Corp | 0.01% | Add +2.5% | 10,870 | $567K | $52.16 | No quote |
| 37 | DE | Deere & Company | 0.01% | Add +14.0% | 6,180 | $564K | $91.26 | No quote |
| 38 | MHP | McGraw-Hill Financial, Inc. | 0.01% | Reduce -3.5% | 7,110 | $556K | No quote | No quote |
| 40 | GD | General Dynamics Corp | 0.01% | Add +11.8% | 5,790 | $553K | $95.51 | No quote |
| 39 | XOM | Exxon Mobil Corp | 0.01% | Add +12.8% | 5,460 | $553K | $101.28 | No quote |
| 41 | DVA | DaVita Inc. | 0.01% | New | 8,710 | $552K | $63.38 | No quote |
| 42 | LMT | Lockheed Martin Corp | 0.01% | - | 3,690 | $549K | $148.78 | No quote |
| 44 | SYY | Sysco Corp | 0.01% | Add +17.1% | 15,190 | $548K | $36.08 | No quote |
| 43 | CAT | Caterpillar Inc | 0.01% | Add +12.7% | 6,040 | $548K | $90.73 | No quote |
| 45 | CI | Cigna Corp | 0.01% | Add +3.5% | 6,170 | $540K | $87.52 | No quote |
| 46 | MCO | Moody`s Corp. | 0.01% | Add +6.5% | 6,850 | $538K | $78.54 | No quote |
| 48 | UNH | Unitedhealth Group Inc | 0.01% | Add +16.4% | 7,110 | $535K | $75.25 | No quote |
| 47 | COH | Coach Inc | 0.01% | Add +13.4% | 9,540 | $535K | No quote | No quote |
| 51 | COL | Rockwell Collins Inc. | 0.01% | Add +15.9% | 7,220 | $534K | No quote | No quote |
| 50 | NSR | Neustar Inc. | 0.01% | New | 10,700 | $534K | No quote | No quote |
| 49 | BALL | Ball Corporation | 0.01% | Add +3.8% | 10,330 | $534K | $51.69 | No quote |
| 52 | PBI | Pitney Bowes Inc | 0.01% | Reduce -15.5% | 22,860 | $533K | $23.32 | No quote |
| 53 | ENDP | Endo Pharmaceuticals | 0.01% | Reduce -31.8% | 7,870 | $531K | No quote | No quote |
| 56 | SLGN | Silgan Holdings Inc. | 0.01% | New | 11,010 | $529K | No quote | No quote |
| 55 | FHI | Federated Investors Inc. | 0.01% | Add +20.9% | 18,360 | $529K | No quote | No quote |
| 54 | BAX | Baxter International Inc | 0.01% | New | 7,600 | $529K | $69.61 | No quote |
| 58 | GPN | Global Payments Inc. | 0.01% | Reduce -14.0% | 8,120 | $528K | $65.02 | No quote |
| 57 | ATK | Alliant Techsystems Inc | 0.01% | Reduce -7.1% | 4,340 | $528K | No quote | No quote |
| 59 | ZBH | Zimmer Holdings Inc | 0.01% | Add +5.1% | 5,590 | $521K | $93.20 | No quote |
| 60 | MO | Altria Group Inc | 0.01% | Add +5.5% | 13,500 | $518K | $38.37 | No quote |
| 61 | LSTR | Landstar System Inc. | 0.01% | Add +59.5% | 8,930 | $513K | $57.45 | No quote |
| 62 | ENR | Energizer Hldgs Inc | 0.01% | Add +10.5% | 4,730 | $512K | $108.25 | No quote |
| 63 | LLY | Eli Lilly & Co | 0.01% | Add +19.3% | 10,020 | $511K | $51.00 | No quote |
| 64 | IBM | International Business Machines Corp | 0.01% | Add +54.5% | 2,720 | $510K | $187.50 | No quote |
| 65 | AVP | Avon Products Inc | 0.01% | New | 29,390 | $506K | No quote | No quote |
| 66 | WMT | Wal Mart Stores Inc | 0.01% | Add +12.5% | 6,390 | $503K | $78.72 | No quote |
| 67 | JWN | Nordstrom, Inc. | 0.01% | Add +9.8% | 7,960 | $492K | No quote | No quote |
| 68 | PFE | Pfizer Inc Com | 0.01% | Add +4.3% | 16,030 | $491K | $30.63 | No quote |
| 69 | WTW | Weight Watchers Intl | 0.01% | New | 14,870 | $490K | $32.95 | No quote |
| 71 | LXK | Lexmark Intl Inc | 0.01% | Add +13.2% | 13,500 | $480K | No quote | No quote |
| 70 | CSCO | Cisco Systems Inc | 0.01% | Add +21.9% | 21,400 | $480K | $22.43 | No quote |
| 73 | WRLD | World Acceptance Corp | 0.01% | Add +2.3% | 5,460 | $478K | No quote | No quote |
| 72 | KR | Kroger Co | 0.01% | Add +6.6% | 12,080 | $478K | $39.57 | No quote |
| 74 | PRAA | Portfolio Recovery Assoc | 0.01% | New | 8,920 | $471K | No quote | No quote |
| 75 | BBY | Best Buy Company Inc | 0.01% | Reduce -23.7% | 11,310 | $451K | $39.88 | No quote |
| 76 | LH | Laboratory Corp of America Holdings | 0.01% | Add +3.3% | 4,730 | $432K | $91.33 | No quote |
| 78 | DGX | Quest Diagnostics Inc | 0.01% | Add +5.2% | 8,050 | $431K | $53.54 | No quote |
| 77 | IGT | International Game Tech. | 0.01% | New | 23,760 | $431K | No quote | No quote |
| 79 | CPB | Campbell Soup Company | 0.00% | Add +30.1% | 7,990 | $346K | $43.30 | No quote |
| 80 | HPY | Heartland Payment System | 0.00% | New | 6,800 | $339K | No quote | No quote |
| 93 | WDR | Waddell & Reed Financial Inc | - | Sold | 0 | $0 | No quote | No quote |
| 92 | UPL | Ultra Petroleum Corp | - | Sold | 0 | $0 | No quote | No quote |
| 91 | TTC | Toro Company | - | Sold | 0 | $0 | No quote | No quote |
| 90 | TPX | Tempur Sealy International Inc | - | Sold | 0 | $0 | No quote | No quote |
| 89 | STJ | St. Jude Medical Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 88 | ROST | Ross Stores Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 87 | PETM | Petsmart Inc | - | Sold | 0 | $0 | No quote | No quote |
| 86 | NUS | Nu Skin Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 85 | FDO | Family Dollar Stores, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 84 | DLB | Dolby Laboratories Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 83 | DELL | Dell Inc | - | Sold | 0 | $0 | No quote | No quote |
| 82 | BBBYQ | Bed Bath & Beyond Inc | - | Sold | 0 | $0 | No quote | No quote |
| 81 | AAP | Advance Auto Parts Inc. | - | Sold | 0 | $0 | No quote | No quote |